What Vesk Finance will do for your business
This is what we plan to offer, not a service you can buy today. The goal is that you stop piecing numbers together by hand and know how much the business earns without waiting for month end.
- Cash flow: what comes in, what goes out and how far the cash reaches over the next 12 weeks, refreshed weekly.
- Collections: who owes you, since when, and the follow-up to collect.
- Reports you can read: revenue, costs and profit by line of business, on one page you can read in five minutes.
- Budgets and forecasts: what you expect to earn and spend over the coming months, against what really happens.
- Reconciliation: your bank, card and QuickBooks records matched so your accountant gets tidy books.
Vesk Finance does not replace your accountant and does not give tax advice. Our team is not a CPA firm. Filing, GST/HST returns and anything that needs a licensed accountant stay with yours; we prepare the information so they work faster.
What a fractional CFO does, and how it differs from bookkeeping
Bookkeeping records what already happened and keeps you compliant: invoices, entries, tax filings. Finance uses that data to decide what comes next: how much you can spend, who to chase first, whether the cash covers a hire or a bigger order.
A fractional CFO is a senior finance leader who does that second job part time. Vesk Finance is meant to cover the numbers side of that work, such as forecasts, reporting and budgets, without replacing your accountant and without presenting itself as a CFO.
When outside finance help fits, and when to hire
Outside help usually fits when the owner still makes the money decisions and needs numbers every week, but the volume does not justify a full salary. These are the common signals:
- You do not know how much cash you will have in two months.
- You invoice late or nobody follows up on overdue invoices.
- Your accountant sends the numbers weeks after month end.
- You set prices by instinct and do not know your margin per product or service.
Hiring someone in house makes sense when the volume keeps a person busy every day: many invoices a day, several locations or constant purchasing. And if your problem is tax rather than organization, the specialist is your accountant, not us.
How Finance would work on tokens
Vesk Finance would use the model that already runs in Software and Marketing. Today's plans are Starter (8 tokens a month), Growth (20) and Scale (40). Each Finance task would have a fixed size in tokens, quoted before work starts, and you would see every task and token in the platform, web and app.
We are not publishing Finance task sizes or prices because they do not exist yet. The plan is to use the same monthly plans, with unused tokens rolling over while your membership is active. The Gold plan, from $1,470 CAD plus tax a month, spreads tokens across departments.
What you can do today with Vesk Software
While Finance is on its way, finance work that is software is available now in Vesk Software, in fixed-size tokens:
| Work | Vesk equivalent in tokens |
|---|---|
| Custom financial report or dashboard | 6 tokens (1 report): Starter, $1,270 CAD plus tax over 1 month |
| Integration with payments or QuickBooks | 12 tokens (1 integration): Starter, $1,270 CAD plus tax over 1 month |
| Collections dashboard with a follow-up screen | 11 tokens (1 screen and 1 report): Starter, $1,270 CAD plus tax over 1 month |
Totals count the 8 bonus tokens of the first month. Estimate yours with the token estimator. If what you need first is more customers, Vesk Marketing is in early access.
Join the waitlist
Leave your details in the waitlist form on this page and we'll tell you when Finance opens. If something can't wait, book a call: in 30 minutes we'll tell you honestly whether Software, Marketing or neither is the right move today.